How do I add a field to a report in Report Designer?

• Note: You will need access to the Report Designer module and have a basic knowledge of how to use it in order to complete these steps. If you do not own the Report Designer module or do not know how to use it, please contact your Sage Consultant or Sage Expert Services (SES) for assistance.

1. In Report Designer, from the File menu, select Open Design.
2. Browse to the Report folder location (the default location is \Timberline Office\9.5\Accounting\Report)
3. Select the report design you wish to add a field to then click Open.
4. From the File menu, select Save As.
5. Enter a modified name, then click Save.
6. From the View menu, select Field List.
7. In the body of the design, position the cursor in the location to add the desired field.
8. From the Field List on the right, double click on the fields you wish to add to the report design.
   • You may need to click Index and select the appropriate record that contains the field you wish to add.
   • Some fields require a formula. Please see Report Designer help topics for how to create formulas to add to report designs.
9. You may need to change the Print Controls for your new field and/or add a Conditional Print Area.
10. Repeat steps 7 through 9 to add additional fields.
11. When done adding fields, from the File menu, select File, Save.

See How do I save, add, and print a report design? to add this modified report to your application reports menu.

NOTE: If you add a field that should have totals, you may need to remove the existing total lines and add them back in to get the totals to show for the new field:

1. Click on Design, Totals.
2. Note which total boxes have check marks.
3. Clear the check marks for the total lines and close out of Design, Totals.
4. Click on Design, Totals.
5. Check the boxes for the total lines unchecked in Step 3 and noted in Step 2.
6. Close out of Design, Totals.
7. Move any total line descriptions if necessary, add any line spacing and verify Print Controls.